IFP Advisors’s Agilon Health AGL Stock Holding History

IFP Advisors’s Portfolio AGL Stock Details AGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.78K	Buy	6,387 +6,077	+1,960%	+$98.3K	﹤0.01%	3688
2025 Q4	$5.34K	Buy	310 +307	+10,233%	+$5.95K	﹤0.01%	3376
2025 Q3	$66	Sell	3 -19	-86%	-$718	﹤0.01%	4611
2025 Q2	$1.28K	Buy	22 +20	+1,000%	+$1.6K	﹤0.01%	4114
2025 Q1	$229	Sell	2 -5	-71%	-$435	﹤0.01%	3628
2024 Q4	$363	Sell	7 -82	-92%	-$4.96K	﹤0.01%	3503
2024 Q3	$8.77K	Sell	89 -5	-5%	-$646	﹤0.01%	2476
2024 Q2	$15.3K	Buy	+94	New	+$13.4K	﹤0.01%	2183
2024 Q1	–	Hold	0	–	–	–	3089
2023 Q4	–	Hold	0	–	–	–	2989
2023 Q3	–	Sell	-2	Closed	-$815	–	3296
2023 Q2	$815	Hold	2	–	–	﹤0.01%	3123
2023 Q1	$1.46K	Sell	2 -32	-94%	-$17.9K	﹤0.01%	2989
2022 Q4	$26K	Sell	34 -15	-31%	-$7.04K	﹤0.01%	2683
2022 Q3	$38K	Buy	49 +34	+227%	+$20.4K	﹤0.01%	2572
2022 Q2	$12K	Hold	15	–	–	﹤0.01%	3238
2022 Q1	$12K	Buy	+15	New	+$7.73K	﹤0.01%	3238

Other funds holding AGL

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return